-81.5%
NKTR vs VT
+223.7%
-305.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -2.3% |
| 7D | +2.4% | +0.4% | +2.0% | +1.8% |
| 30D | -8.1% | -2.6% | -5.5% | -4.4% |
| 3M | -50.5% | -3.2% | -47.3% | -48.2% |
| 6M | -53.8% | +0.9% | -54.7% | -54.7% |
| YTD | -10.5% | +11.3% | -21.8% | -24.4% |
| 1Y | -32.4% | +14.0% | -46.4% | -44.7% |
| 3Y | +425.4% | +75.8% | +349.6% | +154.2% |
| 5Y | -81.8% | +57.8% | -139.6% | -89.5% |
| 10Y | -81.5% | +219.8% | -301.3% | -94.3% |
| All | -81.5% | +223.7% | -305.1% | -94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling